In this episode, Dave and Ed discuss:

• Why you should consult a financial professional when buying a home. 
• Active engagement on behalf of your clients. 
• Areas homeowners might overlook when purchasing real estate. 
• Real estate investing. 

Key Takeaways:

• Your financial advisor can give you guidance, but, ultimately, it is your decision. They are the coach to your decision-making quarterback. 
• Most people are misaligned between their estate documents and the title of their homes. 
• Every client and every home are unique. Working with a financial advisor can assist with helping make the decision of what will work well in the long term, rather than the here and now. 
• Get the HELOC on your home before you retire. It gives you an additional tool in the toolbox and is easier to get before retirement when you no longer have a direct income source. 

"The better we know you financially, the better we can guide you." —  Ed Gjertsen

Connect with Ed Gjertsen:

Website: https://engagewealthgroup.com/

LinkedIn: https://www.linkedin.com/in/edgjertsenii/

Twitter: https://twitter.com/EdGjertsenII

Connect with Dave Nimick:

Website: https://thenimickteam.com/

Email: dave@thenimickteam.com

LinkedIn: https://www.linkedin.com/in/davenimick/

Facebook: https://www.facebook.com/thenimickteam

Dave Nimick is owner of The Nimick Team, Inc. with Keller Williams Realty

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.